A client discovery and qualification tool for consultants selling MCP (Model Context Protocol) integrations. Scope the project, quantify pain points, and generate professional PDF proposals in minutes.
If you're selling AI integrations or automation services, you know the hardest part isn't the tech — it's qualifying which clients are actually ready to buy.
I built this tool to solve my own problem: spending hours on discovery calls with prospects who weren't a fit.
What it does:
Catalog their tool stack in 2 minutes
Score their operational pain points
Qualify leads with a 5-dimension framework
Generate a branded PDF proposal on the spot
White-label PDF reports — Add your own logo, company name, and website
The verdict system (Hot Lead / Warm Lead / Nurture / Not Ready) has already saved me from chasing dead ends.
Built for the MCP (Model Context Protocol) wave — where businesses want AI that actually connects to their Salesforce,
QuickBooks, Slack, and everything else.
Link in bio. Would love feedback from anyone else selling in this space.
A client discovery and qualification tool for consultants selling MCP (Model Context Protocol) integrations. Scope the project, quantify pain points, and generate professional PDF proposals in minutes.
If you're selling AI integrations or automation services, you know the hardest part isn't the tech — it's qualifying which clients are actually ready to buy.
I built this tool to solve my own problem: spending hours on discovery calls with prospects who weren't a fit.
What it does:
Catalog their tool stack in 2 minutes
Score their operational pain points
Qualify leads with a 5-dimension framework
Generate a branded PDF proposal on the spot
White-label PDF reports — Add your own logo, company name, and website
The verdict system (Hot Lead / Warm Lead / Nurture / Not Ready) has already saved me from chasing dead ends.
Built for the MCP (Model Context Protocol) wave — where businesses want AI that actually connects to their Salesforce,
QuickBooks, Slack, and everything else.
Link in bio. Would love feedback from anyone else selling in this space.